News, Comment & Analysis results for Archive

WM Market Reports
25 July 2024

Higher, More Complex Wealth Fuels Demand For More Financial Relationships – Capgemini

Following the publication of its recent World Wealth Report, Capgemini talks to this publication...

Financial Results
24 July 2024

Deutsche's Private Bank Net Revenue Dips

The German banking powerhouse reported broadly stronger results for the private banking side of its...

Financial Results
24 July 2024

BNP Paribas' Wealth Arm Logs Net Asset Inflows; Group Net Income Rises

The Paris-listed banking group became one of the first major European lenders to report...

Statistics
24 July 2024

Singapore Passports Are Number 1 For Visa-Free Travel Status; US Drops

An index looking at the relative visa-free potency of passports puts the Asian city-state of...

Compliance
24 July 2024

European Compliance Watchdog Gives Jersey High Marks

MONEYVAL, a permanent monitoring body of the Council of Europe, which carries out assessments and...

People Moves
24 July 2024

Rothschild’s UK Wealth Management Arm Names New Deputy CEO

Rothschild & Co’s UK Wealth Management business makes senior hire to meet growing demand from...

Alt Investments
24 July 2024

Hedge Fund Capital Continues To Rise; Sector Surfs Geopolitical Waves

Strategies such as those in the macro field – where funds try and ride big trends in economics,...

People Moves
24 July 2024

DWS Names New UK Country Officer

German asset manager DWS has brought in a manager to run UK-based operations, and she comes with a...

People Moves
24 July 2024

Who's Moving Where In Wealth Management – iCapital, Brooks Macdonald

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
24 July 2024

Eyes Focus On A Trump Presidency After Biden Leaves Election Race

After US president Joe Biden withdrew from this year’s presidential race over the weekend and...

Comment & Analysis results for Archive

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...